OODA AI (OODA) Q2 2025 earnings summary

Executive summary

• Achieved positive EBITDA for the first half of 2025, with total revenues of 20.2 MSEK and net sales of 16.4 MSEK, representing over 2,900% growth year-over-year.

• Strong customer growth driven by major agreements, notably with Win.Rocks AG and HMM Deutschland, expanding the commercial footprint.

• Strategic initiatives include a new partner program, token launch preparations, and investments in decentralized AI infrastructure.

Financial highlights

• Net sales reached 16.4 MSEK, up from 0.54 MSEK year-over-year; total revenue was 20.2 MSEK.

• EBITDA (excluding non-recurring costs) was 8.1 MSEK, with a margin of 40%.

• Net loss for the period was -2.29 MSEK, a significant improvement from -36.4 MSEK in the prior year.

• Interest expenses dropped sharply to 0.2 MSEK from 14 MSEK year-over-year.

• Total liabilities reduced to 15.2 MSEK from 62 MSEK, reflecting a 75% decrease.

Outlook and guidance

• Forecast to reach at least 50 MSEK in ARR and achieve cash flow positivity by year-end 2025 remains unchanged.

• Margin could rise to around 50% as cost discipline continues and no major recruitment is planned.